• Financial Planning Done Right

  • 2020/11/25
  • 再生時間： 1 時間
  • ポッドキャスト

Financial Planning Done Right

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  • In this episode, host J.R. Robinson lays out a blueprint for creating a comprehensive evergreen financial plan. The discussion dispels popular misconceptions about what a financial plan is and takes a deep dive into the important non-investment related elements of financial planning replete with tales of mistakes and oversights he has caught over the years. The episode concludes with a discussion of some of the important financial planning elements and considerations relating to portfolio management. (Hint: there is much more to it than just investment selection.)
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あらすじ・解説

In this episode, host J.R. Robinson lays out a blueprint for creating a comprehensive evergreen financial plan. The discussion dispels popular misconceptions about what a financial plan is and takes a deep dive into the important non-investment related elements of financial planning replete with tales of mistakes and oversights he has caught over the years. The episode concludes with a discussion of some of the important financial planning elements and considerations relating to portfolio management. (Hint: there is much more to it than just investment selection.)
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